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Aptus Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Aptus Capital Advisors’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,500,000
Closed -$124M – 1483
2024
Q4 		$124M Buy
+2,500,000
New +$126M 1.29% 16

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Aptus Capital Advisors's OXY Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Occidental Petroleum (OXY) stake by 8.6% in Q1 2026, selling an estimated $132K and leaving 27,683 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #489.

Aptus Capital Advisors first reported a position in OXY in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.85M in Q3 2019. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Aptus Capital Advisors held 27,683 shares of Occidental Petroleum worth $1.8M as of Q1 2026.
  • Aptus Capital Advisors sold 2,618 Occidental Petroleum shares in Q1 2026, an estimated $132K.
  • Occidental Petroleum made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #489 holding.
  • Aptus Capital Advisors first reported a position in Occidental Petroleum in Q4 2018 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Occidental Petroleum position peaked at $2.85M in Q3 2019.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.